Reference Evaluation Form for Canada

Reference Evaluation Form Template for Canada

A standardized form designed for use in Canadian jurisdictions to evaluate and document professional references for employment candidates. The document complies with federal and provincial privacy laws, human rights legislation, and employment standards. It provides a structured approach to gathering objective feedback about a candidate's previous employment, including performance, skills, and work habits, while maintaining legal compliance and protecting both the referee and the hiring organization from potential liability.

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What is a Reference Evaluation Form?

The Reference Evaluation Form serves as a standardized tool for collecting and documenting professional references within Canadian jurisdictions. It is designed to be used during the hiring process when verifying a candidate's employment history and assessing their suitability for a position. The form ensures compliance with key Canadian legislation including PIPEDA, provincial privacy laws, and human rights codes. It includes sections for basic employment verification, performance assessment, and professional competencies evaluation, while carefully avoiding questions that could lead to discrimination or privacy violations. The document helps organizations maintain consistent reference checking practices while protecting all parties involved in the reference process.

What sections should be included in a Reference Evaluation Form?

1. Referee Information: Section for capturing the referee's contact details, position, and relationship to the candidate

2. Candidate Information: Basic information about the candidate being evaluated, including their former position and employment dates

3. Employment Verification: Confirmation of basic employment details such as job title, dates of employment, and reason for leaving

4. Performance Assessment: Structured evaluation of key competencies and performance indicators using a standardized rating scale

5. Professional Skills: Assessment of specific job-related skills and technical competencies

6. Work Habits: Evaluation of reliability, punctuality, and general work habits

7. Interpersonal Skills: Assessment of communication, teamwork, and relationship management abilities

8. Verification and Consent: Legal declarations and signature section confirming the accuracy of information provided

What sections are optional to include in a Reference Evaluation Form?

1. Leadership Capabilities: Optional section for evaluating management and leadership skills, used when the candidate held or is applying for a leadership position

2. Project Management: Section for assessing project management capabilities, relevant for positions requiring project oversight

3. Safety Record: For positions in industries where safety is crucial, such as construction or manufacturing

4. Client Relations: Evaluation of client-facing skills, used for customer service or sales-related positions

5. Technical Skills Assessment: Detailed evaluation of specific technical skills, used for specialized or technical positions

What schedules should be included in a Reference Evaluation Form?

1. Rating Scale Guide: Detailed explanation of the rating scale used in the evaluation form

2. Competency Definitions: Detailed descriptions of each competency being evaluated

3. Legal Disclaimers: Standard legal disclaimers and privacy notices

4. Consent Form: Separate form for candidate's consent to contact references

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Canada

Publisher

Genie AI

Document Type

Evaluation Form

Cost

Free to use
Relevant Industries

Healthcare

Financial Services

Technology

Education

Manufacturing

Retail

Professional Services

Government

Non-profit

Construction

Transportation

Telecommunications

Energy

Legal Services

Hospitality

Relevant Teams

Human Resources

Recruitment

Talent Acquisition

Personnel Management

Legal

Compliance

Operations Management

Administration

Relevant Roles

HR Manager

Recruitment Specialist

Hiring Manager

HR Director

Talent Acquisition Manager

HR Business Partner

HR Coordinator

Department Manager

Division Head

HR Administrator

Recruitment Coordinator

HR Generalist

Personnel Officer

HR Compliance Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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